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Insurance within an SMSF provides a number of important challenges and strategic opportunities with both premiums and proceeds.

In this webinar recording, Aaron Dunn explores a number of considerations about insurance within a SMSF, including:

  • Deductibility of insurance premiums within a SMSF
  • The obligation to consider insurance as part of an SMSF investment strategy
  • Dealing with insurance proceeds in the event of death & disability
  • Claiming of the future service deduction
  • Dealing with Terminal Illness

The module provides 1.0 CPD hour, with a certificate issued upon successful completion of the training and the assessment (you have a 2 attempts with the assessment).

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This webinar was recorded on 16 November 2021.